Quantum Financial Partners
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Quantum Financial Partners’s JPMorgan Chase JPM Stock Holding History

Quantum Financial Partners’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.65M Sell
4,986
-208
-4% -$72.8K 0.85% 31
2026
Q2 		$1.7M Buy
+5,194
New +$1.61M 0.87% 30

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Quantum Financial Partners's JPM Position: Q3 2026 in Review

Quantum Financial Partners reduced its JPMorgan Chase (JPM) stake by 4% in Q3 2026, selling an estimated $72.8K and leaving 4,986 shares worth $1.65M. The position accounts for 0.85% of the portfolio, ranked #31.

Quantum Financial Partners first reported a position in JPM in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.7M in Q2 2026. 1,882 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Quantum Financial Partners held 4,986 shares of JPMorgan Chase worth $1.65M as of Q3 2026.
  • Quantum Financial Partners sold 208 JPMorgan Chase shares in Q3 2026, an estimated $72.8K.
  • JPMorgan Chase made up 0.85% of Quantum Financial Partners's portfolio in Q3 2026, its #31 holding.
  • Quantum Financial Partners first reported a position in JPMorgan Chase in Q2 2026 and has held it in 2 quarters since.
  • Quantum Financial Partners's JPMorgan Chase position peaked at $1.7M in Q2 2026.
  • 1,882 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Quantum Financial Partners's 13F filing for Q3 2026, filed 19 Oct 2026.